← The Charles Schwab Corporation
SCHW Rule of 40
Rule of 40 combines revenue growth and free cash flow margin in one quarterly score.
n/m
Q3
n/m
2024
Q4
n/m
Q1
77
Q2
33
Q3
4
2025
Q4
n/m
Q1
79
2026
Q2
40
0
Mix
Other SCHW Charts
More quarter-by-quarter fundamentals for The Charles Schwab Corporation
1 / 10
Revenue
EPS
Free Cash Flow
Gross Margin
FCF Margin
P/E Ratio
Cumulative FCF
Shares Outstanding
Total Assets
Total Debt
Banking & Finance Comparison
1 / 3
BRK-B · Rule of 40
2026 Q2 · latest
15.5✗ Below 40
Growth +10.0%
FCF +5.5%
-3
Q3
1
2024
Q4
7
Q1
4
Q2
11
Q3
5
2025
Q4
10
Q1
16
2026
Q2
40
0
Mix
JPM · Rule of 40
2026 Q2 · latest
43.1✓ Passing
Growth +17.9%
FCF +25.2%
31
Q3
29
2024
Q4
25
Q1
13
Q2
23
Q3
22
2025
Q4
29
Q1
43
2026
Q2
40
0
Mix
V · Rule of 40
2026 Q3 · latest
67.1✓ Passing
Growth +14.4%
FCF +52.8%
78
2024
Q4
63
Q1
55
Q2
76
Q3
66
2025
Q4
73
Q1
40
Q2
67
2026
Q3
40
0
Mix
Latest Rule of 40: +79 (2026Q2); +2 pts YoY.
Across the 8 quarters from 2024Q3 to 2026Q2, Rule of 40 ranged from 0 in 2024Q3 to +79 in 2026Q2.